Sigma Planning Corp’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$828K Sell
33,504
-34,405
-51% -$850K 0.02% 564
2025
Q1
$1.61M Sell
67,909
-19,712
-22% -$468K 0.05% 344
2024
Q4
$2.12M Sell
87,621
-3,777
-4% -$91.6K 0.07% 268
2024
Q3
$2.25M Buy
91,398
+1,150
+1% +$28.3K 0.07% 265
2024
Q2
$2.11M Buy
90,248
+4,945
+6% +$116K 0.07% 279
2024
Q1
$2.09M Buy
85,303
+53,191
+166% +$1.3M 0.07% 305
2023
Q4
$741K Buy
+32,112
New +$741K 0.06% 334
2023
Q2
Sell
-23,013
Closed -$494K 1328
2023
Q1
$494K Buy
23,013
+2,040
+10% +$43.8K 0.02% 797
2022
Q4
$447K Buy
+20,973
New +$447K 0.02% 804